MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Quarter Est. Return
1 Year Est. Return
-9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$678M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.95M
3
+$2.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.61M
5
ROK icon
Rockwell Automation
ROK
+$1.43M

Top Sells

1
+$4.32M
2
+$3.09M
3
+$1.56M
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$1.53M
5
GE icon
GE Aerospace
GE
+$1.28M

Sector Composition

1 Industrials 12.27%
2 Energy 11.34%
3 Consumer Staples 8.67%
4 Healthcare 8.44%
5 Technology 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 4.8%
1,045,788
+80,644
2
$19.7M 2.91%
271,735
+10,827
3
$14M 2.07%
165,046
+3,664
4
$13.8M 2.04%
130,613
+4,759
5
$12.4M 1.82%
254,002
-1,674
6
$12.2M 1.8%
164,964
+946
7
$11.1M 1.64%
110,490
+650
8
$11.1M 1.63%
80,295
+706
9
$10.3M 1.52%
98,336
+10,309
10
$10.1M 1.48%
+303,972
11
$9.63M 1.42%
90,394
+4,555
12
$9.62M 1.42%
46,611
+7,807
13
$9.16M 1.35%
278,109
-13,741
14
$9.07M 1.34%
79,858
+2,812
15
$9.05M 1.34%
94,622
+2,102
16
$8.99M 1.33%
291,165
-720
17
$8.56M 1.26%
52,350
18
$8.44M 1.25%
102,983
+2,599
19
$8.33M 1.23%
108,632
-10,158
20
$8.25M 1.22%
164,892
+8,518
21
$8.18M 1.21%
53,309
+393
22
$7.94M 1.17%
52,924
+1,435
23
$7.46M 1.1%
129,765
+2,130
24
$7.38M 1.09%
348,621
+12,171
25
$7.02M 1.04%
48,656
+2,330
1
2 3 4 5